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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $38.4B AUM 2,054 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 167 New 809 Added 641 Reduced 91 Exited
Page 28 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IP INTERNATIONAL PAPER CO Consumer Cyclical 122,711.0 $4.7M 0.01% $38.10 +8.9%
542 VHT VANGUARD WORLD FD 15,636.0 $4.7M 0.01% +2K +18.8% $299.00 +9.1%
543 YUM YUM BRANDS INC Consumer Cyclical 28,950.0 $4.6M 0.01% -2K -5.4% $159.86 -2.1%
544 ROST ROSS STORES INC Consumer Cyclical 21,735.0 $4.6M 0.01% +2K +7.5% $212.85 +11.2%
545 NGNE NEUROGENE INC Healthcare 146,905.0 $4.6M 0.01% -21K -12.7% $31.45 +27.1%
546 DKS DICKS SPORTING GOODS INC Consumer Cyclical 20,106.0 $4.6M 0.01% +3K +19.0% $226.81 -19.5%
547 TTEK TETRA TECH INC NEW Industrials 157,326.0 $4.5M 0.01% -1K -0.7% $28.89 +29.4%
548 LPLA LPL FINL HLDGS INC Financial Services 15,924.0 $4.5M 0.01% -1K -7.3% $281.68 +30.8%
549 TSCO TRACTOR SUPPLY CO Consumer Cyclical 141,625.0 $4.5M 0.01% -776.0 -0.5% $31.61 +14.0%
550 SHAK SHAKE SHACK INC Consumer Cyclical 79,743.0 $4.5M 0.01% -18K -18.3% $56.02 +34.8%
551 SHEL SHELL PLC Energy 57,588.0 $4.5M 0.01% -3K -4.4% $77.54 +20.2%
552 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 72,958.0 $4.4M 0.01% -10K -12.2% $60.67 +26.1%
553 BP BP PLC Energy 119,776.0 $4.4M 0.01% $36.95 +18.4%
554 AYI ACUITY INC Industrials 11,591.0 $4.4M 0.01% +803.0 +7.4% $376.68 -10.3%
555 ICICI BANK LIMITED 150,158.0 $4.4M 0.01% -7K -4.2% $29.03
556 SLB SLB LIMITED Energy 93,024.0 $4.3M 0.01% +23K +32.8% $46.49 +13.7%
557 HYG ISHARES TR 53,983.0 $4.3M 0.01% +360.0 +0.7% $79.97 -0.4%
558 PPLT ABRDN PLATINUM ETF TRUST Financial Services 304,766.0 $4.3M 0.01% +261K +591.0% $14.13 +21.6%
559 CBZ CBIZ INC Industrials 133,891.0 $4.3M 0.01% -31K -18.7% $32.08 +71.2%
560 MEDP MEDPACE HLDGS INC Healthcare 7,999.0 $4.2M 0.01% +481.0 +6.4% $529.59 +16.8%
Page 28 of 100  ·  1,998 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 16.7%
Industrials 16.1%
Healthcare 11.5%
Consumer Cyclical 8.5%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 3.1%
Basic Materials 2.0%
Energy 1.5%